See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,386 | $140,940-75.6% | $112,229-69.4% | $139,434-75.3% |
| Participation rate | 40.0% | 79.2%-39.2pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 18.26% | 32.71%-14.4pp | 30.20%-11.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,226 | $4,283-71.4% | $3,430-64.3% | $4,751-74.2% |
| Participant deferral / active EE | $1,582 | $5,874-73.1% | $4,798-67.0% | $6,710-76.4% |
| Admin fee / account holder | $288 | $9,954-97.1% | $7,748-96.3% | $11,403-97.5% |